PHOENIX REALTY GROUP LLC
Legal name: PHOENIX REALTY GROUP, LLC
CRD #160249 SEC #801-74246 NEW YORK, NY 212-207-1999
SEC Registered Private Funds
Total AUM
$272.5M
Discretionary
$142.6M
Employees
19
Clients
--
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $272.5M | $142.6M | $129.9M | 19 | 0 |
| Mar 2024 | $147.9M | $60.3M | $87.7M | 19 | 0 |
| Mar 2023 | $157.9M | $73.2M | $84.7M | 19 | 0 |
| Mar 2022 | $460.7M | $111M | $349.6M | 19 | 0 |
| Nov 2021 | $1.4B | $646.5M | $757.5M | 19 | 0 |
| Jul 2021 | $1.4B | $646.5M | $757.5M | 19 | 0 |
| Mar 2021 | $1.4B | $646.5M | $757.5M | 19 | 0 |
| Mar 2020 | $1.4B | $628.5M | $762M | 18 | 0 |
| Aug 2019 | $1.3B | $308.8M | $999.5M | 19 | 0 |
| Mar 2019 | $1.3B | $308.8M | $999.5M | 19 | 0 |
| Mar 2018 | $1.3B | $139.3M | $1.2B | 18 | 0 |
| Sep 2017 | $1.5B | $285.8M | $1.2B | 20 | 26 |
| Mar 2017 | $1.5B | $285.8M | $1.2B | 20 | 26 |
| Oct 2016 | $1.8B | $654.8M | $1.1B | 20 | 26 |
| Mar 2016 | $1.8B | $654.8M | $1.1B | 20 | 26 |
| Apr 2015 | $1.4B | $1.2B | $124.1M | 20 | 11 |
| Apr 2015 | $1.4B | $1.2B | $124.1M | 20 | 11 |
| Mar 2014 | $1.3B | $1.3B | $0 | 21 | 11 |
| Apr 2013 | $1.3B | $1.3B | $0 | 27 | 11 |
| Feb 2013 | $385.8M | $385.8M | $0 | 27 | 11 |
| Mar 2012 | $385.8M | $385.8M | $0 | -- | 11 |
| Feb 2012 | $385.8M | $385.8M | $0 | -- | 11 |
DateMar 2025
Total AUM$272.5M
Discretionary$142.6M
Non-Disc.$129.9M
Employees19
Clients0
DateMar 2024
Total AUM$147.9M
Discretionary$60.3M
Non-Disc.$87.7M
Employees19
Clients0
DateMar 2023
Total AUM$157.9M
Discretionary$73.2M
Non-Disc.$84.7M
Employees19
Clients0
DateMar 2022
Total AUM$460.7M
Discretionary$111M
Non-Disc.$349.6M
Employees19
Clients0
DateNov 2021
Total AUM$1.4B
Discretionary$646.5M
Non-Disc.$757.5M
Employees19
Clients0
DateJul 2021
Total AUM$1.4B
Discretionary$646.5M
Non-Disc.$757.5M
Employees19
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$646.5M
Non-Disc.$757.5M
Employees19
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$628.5M
Non-Disc.$762M
Employees18
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$308.8M
Non-Disc.$999.5M
Employees19
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$308.8M
Non-Disc.$999.5M
Employees19
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$139.3M
Non-Disc.$1.2B
Employees18
Clients0
DateSep 2017
Total AUM$1.5B
Discretionary$285.8M
Non-Disc.$1.2B
Employees20
Clients26
DateMar 2017
Total AUM$1.5B
Discretionary$285.8M
Non-Disc.$1.2B
Employees20
Clients26
DateOct 2016
Total AUM$1.8B
Discretionary$654.8M
Non-Disc.$1.1B
Employees20
Clients26
DateMar 2016
Total AUM$1.8B
Discretionary$654.8M
Non-Disc.$1.1B
Employees20
Clients26
DateApr 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$124.1M
Employees20
Clients11
DateApr 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$124.1M
Employees20
Clients11
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients11
DateApr 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees27
Clients11
DateFeb 2013
Total AUM$385.8M
Discretionary$385.8M
Non-Disc.$0
Employees27
Clients11
DateMar 2012
Total AUM$385.8M
Discretionary$385.8M
Non-Disc.$0
Employees--
Clients11
DateFeb 2012
Total AUM$385.8M
Discretionary$385.8M
Non-Disc.$0
Employees--
Clients11